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B. Riley Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

B. Riley Wealth Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,776
Closed -$265K – 652
2016
Q2 		$265K Buy
+6,776
New +$210K 0.05% 438

Other funds holding SHEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's SHEN Position: Q3 2016 in Review

B. Riley Wealth Advisors sold out of Shenandoah Telecom (SHEN) in Q3 2016, closing a stake of 6,776 shares — an estimated $265K sold.

B. Riley Wealth Advisors first reported a position in SHEN in Q2 2016 and held it in 1 quarter. The position peaked at $265K in Q2 2016. 125 funds tracked by Wall St. Rank hold SHEN as of Q3 2016.

  • B. Riley Wealth Advisors reported no remaining Shenandoah Telecom position as of Q3 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,776 Shenandoah Telecom shares in Q3 2016, an estimated $265K.
  • B. Riley Wealth Advisors first reported a position in Shenandoah Telecom in Q2 2016 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Shenandoah Telecom position peaked at $265K in Q2 2016.
  • 125 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.